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Dimensional US Real Estate ETF

185 hedge funds and large institutions have $596M invested in Dimensional US Real Estate ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+40
Holders Change %
+27.59%
% of All Funds
2.71%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.29%
New
53
Increased
84
Reduced
37
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$954K -$84.8K -3,731 -8%
HWMC
102
Heritage Wealth Management (California)
California
$926K +$926K +40,711 New
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$916K +$140K +6,159 +18%
AA
104
Advisory Alpha
Michigan
$886K -$79.4K -3,490 -8%
HWM
105
Hemington Wealth Management
Virginia
$877K +$877K +38,582 New
SCM
106
SOL Capital Management
Maryland
$867K +$867K +38,120 New
VF
107
Vawter Financial
Ohio
$825K +$322K +14,179 +64%
DWM
108
Drive Wealth Management
Utah
$802K -$232K -10,183 -22%
GTAM
109
Global Trust Asset Management
Florida
$788K -$268K -11,792 -25%
Creative Planning
110
Creative Planning
Kansas
$774K +$774K +34,051 New
FPAS
111
Focus Partners Advisor Solutions
Missouri
$711K +$711K +31,265 New
FWP
112
Firethorn Wealth Partners
Georgia
$709K -$243K -10,702 -26%
FWM
113
FMB Wealth Management
California
$687K +$417K +18,325 +154%
Osaic Holdings
114
Osaic Holdings
Arizona
$601K -$436K -19,156 -42%
DPI
115
Diversified Portfolios Inc
Michigan
$600K +$600K +26,400 New
CAM
116
CPA Asset Management
Florida
$587K +$80.7K +3,549 +16%
WAM
117
Weinberger Asset Management
California
$554K +$554K +24,381 New
FWM
118
Fonville Wealth Management
Virginia
$522K +$522K +22,942 New
AAM
119
Austin Asset Management
Texas
$514K +$211K +9,300 +70%
FOA
120
Five Oceans Advisors
California
$493K -$44.7K -1,966 -8%
LWM
121
Lodestone Wealth Management
Washington
$470K +$470K +16,143 New
HWMT
122
Heritage Wealth Management (Texas)
Texas
$456K +$456K +20,041 New
FFM
123
Flagstone Financial Management
Nebraska
$438K +$438K +19,274 New
NWM
124
Northwest Wealth Management
Iowa
$435K +$9.23K +406 +2%
SFC
125
Sprinkle Financial Consultants
Colorado
$431K +$431K +18,965 New